Unscheduled Treatment Plan Follow-Through
Track treatment plan acceptance and completion
What This Automation Does
How It Works
Treatment Plan Created
Staff tags treatment-plan-type
Pipeline Tracking
Recommended → Accepted → In Progress → Completed
Day 3: Gentle Prompt
Dr. recommended treatment — ready to start?
Day 7: Education
What it involves, outcomes, testimonials
Day 14: Address Barriers
We're here to help with scheduling, costs, questions
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
HIPAA compliant
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